Set Up Mailing Groups for Contacts

You can use mailing groups to identify groups of contacts that you want to receive the same information. For example, you can set up a mailing group for the contacts that you want to send a notification of an office move, or another group for sending holiday gifts.

Using mailing groups on contacts is a two-step process. First, you define the mailing group code. You only have to perform this step one time for each mailing group. Once you have a mailing group code, you can start to assign the code to contact companies.

To define mailing group codes

The mailing group code defines the type or category of the group, such as MOVE for office move, or GIFT for holiday gift. You can have several industry group codes. To define the industry groups, you use the Mailing Groups window.

  1. Choose the Search for Page or Report icon, enter Mailing Groups, and then choose the related link.
  2. Choose the New action, and fill in a code and description. The code can be a maximum of 11 characters, and can be any combination of numbers and letters.

To assign mailing groups to a contact

  1. Open the contact.
  2. Choose the Mailing Groups action. The Contact Mailing Groups window opens.
  3. In the Mailing Groups Code field, select the mailing group that you want to assign.

Repeat these steps to assign as many mailing groups as you want. You can also assign mailing groups from the contact list by following the same procedure.

The number of mailing groups you have assigned to the contact is displayed in the No. of Mailing Groups field in the Segmentation section in the Contact window.

After you have assigned mailing groups to your contacts, you can use this information to select contacts for your segments. For more information, see Add Contacts to Segments.

See Also

Creating Contact Companies
Creating Contact Persons
Working with Financials